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Truist Financial

1,557 hedge funds and large institutions have $40.1B invested in Truist Financial in 2025 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 632 increasing their positions, 598 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $605M | Put options by funds: $379M

10% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 106

1.83% more ownership

Funds ownership: 73.04%74.86% (+1.8%)

6% more repeat investments, than reductions

Existing positions increased: 632 | Existing positions reduced: 598

1% less funds holding

Funds holding: 1,5691,557 (-12)

6% less capital invested

Capital invested by funds: $42.6B → $40.1B (-$2.46B)

24% less funds holding in top 10

Funds holding in top 10: 1713 (-4)

Holders
1,557
Holders Change
-12
Holders Change %
-0.76%
% of All Funds
20.87%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.17%
New
117
Increased
632
Reduced
598
Closed
106
Calls
$605M
Puts
$379M
Net Calls
+$226M
Net Calls Change
+$150M
Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
1476
Mowery & Schoenfeld Wealth Management
Illinois
$9.28K -$1.25K -28 -11%
AP
1477
Atwood & Palmer
Missouri
$9.26K
TCM
1478
TruNorth Capital Management
Michigan
$8.89K +$9.62K +216 New
SNB
1479
Security National Bank
Nebraska
$8.85K
BIA
1480
Bell Investment Advisors
California
$8.77K
BHWM
1481
Beaird Harris Wealth Management
Texas
$8.35K
WB
1482
Webster Bank
Connecticut
$8.23K -$6.33K -142 -42%
RWML
1483
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$8.15K
WWM
1484
Wolff Wiese Magana
California
$8.03K
AW
1485
Avion Wealth
Texas
$8K
HWP
1486
Highline Wealth Partners
California
$7.86K -$1.56K -35 -15%
PA
1487
PSI Advisors
Florida
$7.74K
FW
1488
Fairway Wealth
Ohio
$7.61K +$8.24K +185 New
FFO
1489
Fortitude Family Office
Arizona
$7.41K -$26.3K -590 -77%
KFI
1490
Key Financial Inc
Pennsylvania
$7.16K
PMFA
1491
Plante Moran Financial Advisors
Michigan
$7.12K -$2.5K -56 -24%
HCM
1492
Hollencrest Capital Management
California
$6.91K
GEA
1493
Glen Eagle Advisors
New Jersey
$6.79K
ACM
1494
Anfield Capital Management
California
$6.38K
DSC
1495
Duncker Streett & Co
Missouri
$6.17K
FGA
1496
Fortis Group Advisors
New Jersey
$6.17K
HFS
1497
Hantz Financial Services
Michigan
$6K +$624 +14 +11%
MFA
1498
McClarren Financial Advisors
Pennsylvania
$6K +$2.67K +60 +57%
SIS
1499
Strategic Investment Solutions
Illinois
$5.79K +$89 +2 +1%
PSFG
1500
Park Square Financial Group
Georgia
$5.6K

TFC Hedge Fund Activity: Q1 2025 in Review

1,557 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Truist Financial (TFC) for Q1 2025, worth a combined $40.1B — down 5.8% from $42.6B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new TFC positions and 106 closed out — a net gain of 11 holders — while 632 added to existing stakes and 598 trimmed.

The largest buyer was Capital International Investors, adding an estimated $625M. The largest seller was JP Morgan Chase, cutting an estimated $542M.

  • 1,557 institutional investors held Truist Financial (TFC) as of Q1 2025, down from 1,569 in Q4 2024.
  • Funds reported $40.1B of Truist Financial stock for Q1 2025, down 5.8% quarter-over-quarter.
  • 117 funds opened new Truist Financial positions in Q1 2025 and 106 closed out, a net change of +11 holders.
  • The largest Truist Financial buyer in Q1 2025 was Capital International Investors, an estimated $625M added.
  • The largest Truist Financial seller in Q1 2025 was JP Morgan Chase, an estimated $542M sold.

Based on aggregated 13F filings for Q1 2025.